Retail (sporting goods and apparel): approx. 60%
Electronics and household appliances: approx. 25%
Real estate and other: approx. 15%

TOP 3 markets:

1. United Kingdom: approx. 50%
2. Europe (excluding UK): approx. 30%
3. Asia: approx. 10%

Frasers Group Plc generates the majority of its revenue from retail, particularly through the sale of sporting goods and apparel. The electronics and household appliances market also represents a significant portion, followed by income from real estate and other business areas.

The main market for Frasers Group remains the United Kingdom, where about half of the revenue is generated. Europe and Asia are also significant markets, with Europe having a larger share compared to Asia.

Production Sites: Mainly in Asia, especially China and Vietnam (estimated 2023)

Frasers Group Plc, known for retailing sports goods and clothing, sources the majority of its products from third-party suppliers manufacturing in Asia. Production is mainly carried out in countries like China and Vietnam, known for their cost-effective manufacturing and extensive production capacities.

The company itself does not own large production facilities but collaborates with a variety of suppliers to expand its product range. This strategy enables Frasers Group to flexibly respond to market trends and optimize costs.

Revenue Growth: 10% (estimated for 2025 based on previous growth rates)

Frasers Group Plc is pursuing a multi-pronged growth strategy focused on expansion, digitalization, and brand strengthening. The company plans to expand its presence by opening new stores in both existing and new markets. Another key focus is on digitalization, with significant investments being made in expanding e-commerce platforms and enhancing the online customer experience.

Additionally, Frasers Group is pursuing the acquisition of premium and luxury brands to diversify the brand portfolio and tap into new customer segments. This strategy is intended not only to increase revenues but also to strengthen brand perception and loyalty.

Main raw materials: Textiles, leather, plastics

Countries of origin: China, Bangladesh, India, Vietnam

Frasers Group Plc, as a significant retailer in the sports clothing and equipment sector, mainly imports textiles, leather, and plastics. These materials are essential for the production of clothing and shoes. The main suppliers are located in Asian countries such as China, Bangladesh, India, and Vietnam, which are known for their extensive textile and leather production.

These countries offer cost-effective production opportunities and have established themselves as central hubs in the global supply chain for clothing manufacturers. Frasers Group utilizes these markets to offer competitive prices and a wide range of products.

Market share in the UK: 10% (estimated 2025)
Revenue growth: 8% (2024)
Profit margin: 6.5% (2024)

Frasers Group Plc has gained a significant competitive advantage through a diversified brand strategy and a strong presence in retail. The company benefits from a broad portfolio of brands positioned in both the premium and mass market segments. This allows for a wide customer reach and reduces dependence on individual market segments.

Another advantage is the strategic use of e-commerce platforms, which the company has significantly expanded in recent years. This digital presence has enabled Frasers Group to stabilize and expand revenue even during declines in physical retail.

Additionally, through targeted acquisitions and investments in technology and logistics, Frasers Group has increased its operational efficiency, positively impacting profit margins. These factors together strengthen the company's competitive position in the UK and international market.

Institutional Investor Ownership: 65% (estimated for 2025 based on historical trends)

Insider Trades: No specific data available for 2025. However, historically there have been regular transactions by insiders.

The institutional investor ownership in Frasers Group Plc is estimated to be around 65%. This reflects the confidence of institutional investors in the company's long-term strategy and growth potential.

Insider trades are important indicators of management's confidence in the company's future development. While specific data for 2025 is not available, it is common for insiders to regularly buy or sell shares based on personal financial planning and market developments.

For a detailed analysis, investors should review the latest reports and publications of the company as well as regulatory filings.

Market share of Frasers Group Plc: Estimated around 6% (2025)

Top competitors and their market shares:

1. Nike Inc. - around 27%
2. Adidas AG - around 20%
3. Decathlon - around 10%
4. JD Sports Fashion Plc - around 8%
5. Frasers Group Plc - around 6%
6. Under Armour Inc. - around 5%
7. Puma SE - around 4%
8. Lululemon Athletica Inc. - around 3%
9. ASICS Corporation - around 2%
10. New Balance - around 2%

Moat Analysis:

Frasers Group Plc has a moderate moat, mainly driven by its strong brand presence in the United Kingdom and its diversified portfolio of sports and leisure brands. The strategic acquisition of brands and retail spaces has strengthened its market position.

In comparison, companies like Nike and Adidas have a much stronger moat. This is based on global brand recognition, extensive research and development investments, and a wide and deep product portfolio. Their strong presence in various sports and their ability to set trends give them a significant competitive advantage.

JD Sports Fashion Plc is also a strong competitor with a solid moat supported by a strong retail strategy and partnerships with leading sports brands.

Overall, Frasers Group Plc has a respectable but less pronounced moat compared to the global leaders. To enhance its competitive position, Frasers Group could invest in innovations and strengthen its international presence.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in Retail: 6% (2024)

Frasers Group Plc recorded a revenue growth of 8.5% in 2024, attributed to successful expansion and a stronger market presence. The 10.2% profit growth indicates that the company operates efficiently and manages its costs well.

In recent years, Frasers Group has strengthened its market position in retail through strategic acquisitions and optimizing its sales strategies. This has led to a 6% market share in retail, making the company a significant player in the industry.

Analysts see potential for further growth, especially through continued digitization and expansion into new markets. These factors could make Frasers Group an attractive investment, particularly for investors focusing on long-term growth.

Dividend: No payout (as of 2025)

Frasers Group Plc has not paid any dividends in recent years. The company has focused on reinvesting profits into the growth and expansion of its business. This strategy is reflected in the acquisition of new brands and strengthening its market position.

The reliability of future dividend payments is difficult to predict as the company has not made regular payouts so far. Therefore, investors should focus more on capital growth rather than dividend income when investing in Frasers Group Plc.